2.12 Edit Credit Note

Clicking a credit note on the listing page will allow a user to view more detailed information and edit certain informational fields in that credit note. The ‘RESET’ button allows the user to undo any modifications performed to the credit note in the same edit session, while the ‘SAVE’ button updates the credit note with the latest information input by the user. The ‘FINAL’ button provides the user the option to finalise the current credit note to be posted to the accounting journals, thus removing the ability to edit the credit note any further.

2.12.1 Main details

Under the Main Details tab, the following information about the credit note is displayed:

Branch
Location
Purchaser
Transaction Date
Credit Terms
Reference
Remarks
Permit No
Currency
Tracking ID

2.12.2 Account

Entity Details

Under the first sub tab of the Account tab, Entity Details will display the supplier’s general information as follows:

Entity ID
Entity Name
Status
Entity Type
Identity Type
ID Number
Currency
GL Code
Description
Email
Phone Number

Bill To

The second sub tab, Bill To, will display the billing address of the supplier (if the purchaser selected one) with the following info:

Name
Email
Phone No.
Billing Address
Address Lines 1 - 5
Country
State
City
Postcode

Ship To

The third sub tab, Ship To, will display the shipping address of the supplier (if the purchaser selected one), with the following info:

Recipient Name
Email
Phone No.
Shipping Address
Address Lines 1 - 5
Country
State
City
Postcode

2.12.3 Line Items

The Line Items tab displays a listing of line items linked to that purchase credit note with the following information:

Item Code
Item Name
Unit Of Measurement
Quantity
Unit Price (Inclusive of Tax)
SST/VAT/GST
Transaction Amount

2.12.4 Payment

Listing

The Payment tab displays these information regarding the payment made that is related to the purchase credit note:

Payment Method
Date
Paid Amount
Remarks

Add Payment

Users may also add new payment to their purchase credit note by providing the following information:

Settlement Method
Date
Amount
Remarks

2.12.5 Department Hdr

Users may view or select the Segment, G/L Dimension, Profit Centre, and Project related to the purchase credit note under the Department Hdr tab.

2.12.6 Contra

Listing

The Contra tab displays the following information about the contra for the purchase credit note:

Server Doc Type
Status
Date
Amount Contra

Select Document

Users may add a document to contra with the purchase credit note by selecting a document from the listing.

2.12.7 Doc Link

The Doc Link tabs allow a user to view if the current purchase credit note is linked to any other documents via the Copy From and Copy To sub tabs. Both sub tabs display a listing with these information:

Doc No
Branch
Server Doc Type
Status
Date

Copy From

Copy To

2.12.8 Attachment

Listing

Users may view any attachments uploaded to the purchase credit note under the Attachment tab. The listing provides the following information:

File Name
Size
Uploaded Date
Uploaded By

Add Attachment

Users may also add new attachments to their credit note by clicking the ‘+’ button, which brings them to a menu to upload a file. Files can be uploaded by clicking on the ‘Upload File(s)’ button or alternatively, by dragging the respective files and dropping them into the outlined box in the menu.

2.12.9 Export

The Export tab allows a user to export the current document into an applicable format or file type, which is a PDF for a purchase credit note.